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Siebel effective dating

Siebel effective dating

Financial Assets Contacts view of the Households screen When effective dating exists for the records that you add to a view or deactivate from a view, functionality is available when you click the Link History button in that view.

When you click the Link History button, the Link History dialog box appears. You can enter changes to a record in this dialog box.

For example, in the Income view of the Contacts screen, you can use this dialog box to enter changes to an income record as follows: To indicate that the income record is not effective on or before a past date, select the past date in the Effective End Date field.

To indicate that the income record is not effective on or before the current date, select the current date in the Effective End Date field.

To indicate that the income record is effective for different date ranges, create new entries in this dialog box, and select the appropriate dates in the Effective Start Date and Effective End Date fields for each new entry. Status Fields of Records for Effective Dating If administrators enable the Status field for an effective dating record, then the Status field appears in the Link History dialog box for the siebel effective dating.

If the Status field is enabled, then the Status field is automatically populated with a value of Pending for an added effective dating record. Only agents with the proper authority can change the Status field value to Approved. If the Status field is enabled for an effective dating record, then the record is inactive when it has no entry in the Link History dialog box with a Status siebel effective dating value of Approved and with an effective date range that includes the current date.

The record is active when it has an entry in the Link History dialog box with a Status field value of Approved and with an effective date range that includes the current date.

If the Status siebel effective dating is disabled for an effective dating record, then the record is inactive when it has no entry in the Link History dialog box with an effective date range that includes the current date. The record is active when it has an entry in the Link History dialog box with an effective date range that includes the current date.

Effective dating siebel

To view inactive and siebel effective dating records in a view, select Show All Records in the view menu. The Inactive field is selected for inactive records and not selected for active records. To view only active records in a view, select Show Active Records in the view menu.

Future Dating In the Effective Date dialog box for a field value, you can select a future date in the Effective Start Date field and the Effective End Date field only if administrators enable future dating for that field value when they implement effective date tracking. If you select such a date in the Effective Start Date field, then the field value does not appear in the field because the field value is currently inactive.

Dating siebel effective

For more information about setting up future dating in the Effective Date dialog box, see Implementing Effective Date Tracking. In the Link History dialog box for a siebel effective dating, you can select a future date in the Effective Start Date field and the Effective End Date field only if an administrators enable future dating for that record when they implement effective date tracking.

Siebel effective dating

If you siebel effective dating such a date in the Effective Start Date field, then the record does not appear in the view of active records because the record is currently inactive. For more information about setting up future dating in the Link History dialog box, see Implementing Effective Date Tracking.

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